We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

473 hedge funds and large institutions have $4.72B invested in iShares US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $785M | Put options by funds: $424M

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

7% more capital invested

Capital invested by funds: $4.41B → $4.72B (+$311M)

2% more funds holding

Funds holding: 466473 (+7)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

6.04% less ownership

Funds ownership: 117.19%111.15% (-6%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
473
Holders Change
+7
Holders Change %
+1.5%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
59
Increased
152
Reduced
155
Closed
39
Calls
$785M
Puts
$424M
Net Calls
+$361M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$1.76M +$24.9K +261 +1%
EAM
127
Evanson Asset Management
California
$1.73M
GFA
128
Gallagher Fiduciary Advisors
Illinois
$1.72M +$1.74M +18,302 New
GRP
129
Global Retirement Partners
California
$1.65M -$236K -2,474 -12%
GC
130
Garde Capital
Washington
$1.61M +$7.43K +78 +0.5%
Verition Fund Management
131
Verition Fund Management
Connecticut
$1.61M +$1.2M +12,554 +274%
MG
132
Marex Group
$1.56M +$1.58M +16,610 New
EFG
133
Embree Financial Group
Illinois
$1.55M -$182K -1,914 -10%
NP
134
NorthRock Partners
Minnesota
$1.52M +$1.54M +16,206 New
FWMM
135
Foundation Wealth Management (Missouri)
Missouri
$1.5M -$28.4K -298 -2%
Lido Advisors
136
Lido Advisors
California
$1.5M +$49.4K +518 +3%
BA
137
Ballew Advisors
Mississippi
$1.46M +$28.9K +303 +2%
RK
138
Rather & Kittrell
Tennessee
$1.43M +$1.43K +15 +0.1%
PAG
139
Private Advisor Group
New Jersey
$1.4M -$28K -294 -2%
CAS
140
CTC Alternative Strategies
Illinois
$1.37M +$1.39M +14,600 New
ULWM
141
Upper Left Wealth Management
Florida
$1.34M -$3.81K -40 -0.3%
GFWA
142
Grey Fox Wealth Advisors
Delaware
$1.32M +$343K +3,595 +34%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$1.28M
IAN
144
Integrated Advisors Network
Texas
$1.25M -$137K -1,435 -10%
PAS
145
Park Avenue Securities
New York
$1.22M -$297K -3,115 -19%
Creative Planning
146
Creative Planning
Kansas
$1.2M -$114K -1,201 -9%
SFA
147
Sequoia Financial Advisors
Ohio
$1.2M -$38.1K -400 -3%
CB
148
Commerce Bank
Missouri
$1.19M -$44.9K -471 -4%
MCM
149
MAI Capital Management
Ohio
$1.19M +$18K +189 +2%
GIA
150
Gladstone Institutional Advisory
Florida
$1.17M +$58K +609 +5%